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PENOBSCOT WEALTH MANAGEMENT: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on DFAE, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 164,441 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,441 shares
    Change vs previous 13F +2,598 shares

    1.77% of the 13F portfolio, value $6,612,172.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 161,843 shares
    Change vs previous 13F +22,896 shares

    1.62% of the 13F portfolio, value $5,479,992.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,947 shares
    Change vs previous 13F +11,832 shares

    1.4% of the 13F portfolio, value $4,525,507.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,115 shares
    Change vs previous 13F +10,843 shares

    1.29% of the 13F portfolio, value $4,007,926.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 116,272 shares
    Change vs previous 13F +51,833 shares

    1.21% of the 13F portfolio, value $3,366,069.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 64,439 shares
    Change vs previous 13F -10,347 shares

    0.7% of the 13F portfolio, value $1,668,313.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,786 shares
    Change vs previous 13F +590 shares

    0.87% of the 13F portfolio, value $1,897,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,196 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,034,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).